As your first year of retirement progresses, it's important to evaluate whether the financial plan you laid out to ensure ...

A new way for Americans to save—with tax-free earnings—has been introduced in the House and Senate. If it passes, will it ...

Learn how to decide whether to max out your 401(k) or IRA first based on your income, tax bracket, and retirement goals.

What this means functionally is that his first step of the process is to account for his yearly required minimum distribution, which he does in the form of a charitable donation. That allows him to ...

Here are the 41 states (along with Washington, D.C.) that don't tax Social Security benefits. See if your state is among them ...

A workaround for the Roth IRA income restrictions enables wealthier individuals to to earn tax-free income. But how long will that back door remain open?

Individual stocks and mutual funds are better suited for taxable accounts or Roth IRAs. For higher-growth stocks, like emerging markets, small cap and growth-oriented stocks, the Roth IRA is an ...